Integrated Allocation w/ Safe Harbor

[Guest tzuck]

Does anyone know if you can specify that the first 3% in an integrated allocation is to be counted as a nonelective SH (or, alternatively, that a nonelective SH can count toward the total integrated allocation)? If it can be treated as SH in administration, is it something that needs to be specified in the document?

Any help would be appreciated.

[J Simmons]

That 3%-of-pay SH non-elective cannot do double duty under your integrated allocation formula.

[buckaroo]

You cannot impute disparity on the SHNEC. 2007 EOB 11.519

[Guest tzuck]

Thanks! I didn't think it was possible but my boss insisted we've done it before.

[J Simmons]

If it was done before, as your boss insists, I have one acronym for you: EPCRS (employee plans compliance resolution system) that is embodied currently in Rev Proc 2008-50. Check it out.

[Guest tzuck]

If it was done before, as your boss insists, I have one acronym for you: EPCRS (employee plans compliance resolution system) that is embodied currently in Rev Proc 2008-50. Check it out.

It doesn't appear that it actually was done before, but thanks again.